Daniel Schutte

Personal Finance, Retirement, Investing
“Independent fiduciary and fee-only financial advice with comprehensive and custom support, a 5-star public rating, no investment commissions or minimum, and historically better returns than the typical private client.”

Credo Wealth Management

Job Title:

Independent Financial Advisor


Hello, and thank you for reading! I am a husband, father, Marine, independent financial advisor, business manager, and sports fan. Your personal goals and dreams are important to me. We offer a comprehensive approach to customize your financial plan. Our vision is to help invest in your legacy!

It is a great honor to enjoy the following highlights:

·         5-star rating by private clients

·         No commissions or minimum investment

·         Published by NASDAQ, Investopedia, and Business Insider

·         Featured financial advisor by Visa, Inc.

·         Historically better investment returns*

*based on data from ARC Private Client Indices (PCI)

Credo means “I believe”. We believe in supporting your heritage by empowering your legacy. We are your personal advocate with fee-only management and advice, Proverbs-based principles, proven strategies, leading technology, human expertise, and historically better performance than the average investor. Credo Wealth Management was born from a passion to help people manage their finances and enjoy a fulfilling life while creating a legacy.

​Daniel Schutte founded our firm upon earning his Series 7, Series 66, and Health & Life licenses. After training to be a financial advisor with a large company, he chose to become an independent Registered Investment Advisor in order to serve clients without pressure from commissions, quotas, or restricted investment and insurance options. ​While Dan has been conducting market research and studying wealth management for over 15 years, he now enjoys providing this service to our valued clients with both competence and care.

​Dan is currently managing budgets up to $10 million for Visa, Inc. and previously served as a Marine Corps Intelligence & Operations Officer where he managed over $50 million in assets with the First Marine Headquarters Group. ​As a resident of Denver, Colorado, Dan is married to his wife, Sarah, and enjoys spending time making memories as a family.

Start investing in your legacy today at: CredoWealthManagement.com


Master of Business Administration (MBA), American Military University

Fee Structure:


CRD Number:


Insurance License:



CONTENT: All written content displayed here is for information purposes only. Opinions expressed herein are solely those of Credo Wealth Management LLC unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant, or legal counsel prior to implementation. This communication may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other sources. REGISTRATION: Advisory services are offered through Credo Wealth Management LLC; an investment advisor firm domiciled in the state of Colorado. The presence of this communication on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.

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    Banking, Financial Planning, Retirement, Retirement Savings, IRAs
As a young professional in my late 20s, what else should I be doing to make the most of my money and save for retirement?
50% of people found this answer helpful

Great start so far! The greatest improvement area I see from this information is the $35k sitting in savings. If your rate of return is lower than inflation, you are guaranteed to lose value every year. Historically, you would be much better off holding that in an individual taxable investment account for flexibility while diversifying risk with ETFs. Additionally, you may want to consider starting a Roth IRA for long-term, tax-free growth.

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